Beware the Polls: Overperforming Teams Regress in NCAA Tournament

Posted by Will Ezekowitz on March 14th, 2017

Preseason rankings may seem irrelevant when it comes to college basketball, but history has shown that their predictive value are surprisingly important. For example, as we have shown in this space before, the preseason poll is in fact just as predictive of a run to the Final Four as the current AP Poll. The reasoning behind this phenomenon is that the preseason polls take into account all of the changes that the mathematical models have more difficulty accounting for (i.e. coaching changes, big recruiting classes, injuries, etc.). The conventional wisdom entering the season is actually fairly sophisticated and smart.

Are You Sure You Want to Choose Michigan? (AP)

Given this intuition, let’s examine the teams that defied that wisdom throughout the season and went from unranked in the preseason to ranked in the final AP poll before the NCAA Tournament. Had the preseason polls gotten something wrong? Or did these over-performing teams regress back to their expectations in the postseason? Using the last 10 years of data that includes seed win expectation data from fivethirtyeight.com, I investigated. Of the 97 teams who qualified for analysis, 32 (33%) of those teams outperformed their win expectations in the NCAA Tournament while 65 (67%) underperformed. As a whole, a group that was expected to win 138.8 games over the 10-year sample won just 107. A statistical T-test found this difference statistically significant. In fact, only one team — Kemba Walker’s 2011 National Championship team, Connecticut — even made the Final Four.

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RTC Bracket Prep: South Region

Posted by Bennet Hayes on March 13th, 2017

All day on Monday we will roll out our region-by-region analysis for the 2017 NCAA Tournament. Here, Bennet Hayes (@HoopsTraveler) breaks down the South Region from top to bottom. Also, be sure to follow our RTC South Region handle on Twitter for continuous updates the next two weeks (@RTCSouthRegion).

South Region

Favorite: #2 Kentucky (29-5, 16-2 SEC). It’s hard to pick a true favorite when examining the top three seeds in this region, as North Carolina, Kentucky and UCLA will all garner buzz as Final Four candidates. However, the Wildcats get the RTC nod as region favorites after a dominant SEC Tournament title run. The Tar Heels are the more experienced unit, but it’s possible that no team in the field can match the talent of these young Wildcats. At the very least, Malik Monk (20.4 PPG) and De’Aaron Fox (16.1 PPG, 4.8 APG) make up the scariest backcourt – freshmen or not – in the entire country, and we’ve heard that guard play matters a little bit this time of year. The Wildcats loom as a favorite in a top-heavy region.

Malik Monk and De’Aaron Fox have Kentucky rolling into this NCAA Tournament (Photo: USA Today Sports)

Should They Falter: #1 North Carolina (27-7, 14-4 ACC). The Tar Heels enter the NCAA Tournament with less momentum than Kentucky, but the ACC regular season champions have proved plenty dominant all season long. Whether it was during a three-game romp to the Maui Invitational title in November, or its perfect campaign at the Dean Dome, North Carolina sprinted past opponents like so many other Roy Williams coached teams have before. Justin Jackson (18.1 PPG) evolved into the go-to offensive weapon many thought he would never become, while Kennedy Meeks and Isaiah Hicks have manned an extremely effective frontcourt operation. The Tar Heels’ notation as secondary favorites in the region should not be perceived as a slight; this is a very good team that at worst is the 1B to Kentucky’s 1A.

Grossly Overseeded: #5 Minnesota (24-9, 11-7 Big Ten). If you are trying to make sense of Minnesota’s placement on the #5 seed line, do not look at the committee’s S-Curve for clarification. The Gophers are closer to a #4 seed than a #6 at #18 overall, and the slew of teams right behind them – Notre Dame, Iowa State, SMU, Cincinnati – all feel significantly more deserving/scarier than Minneapolis’ favorite team. As is always the case in situations like these, it’s important to note the merit of Minnesota’s season – Richard Pitino turned last year’s disappointment into success faster than any Gopher fan could have hoped – but a #5 seed this is not. Middle Tennessee State stands to benefit, and you don’t have to dig deep into the memory banks to recall a Blue Raiders’ March takedown of a Big Ten foe.

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RTC Bracket Prep: Midwest Region

Posted by Tommy Lemoine on March 13th, 2017

All day on Monday we will roll out our region-by-region analysis for the 2017 NCAA Tournament. Here, Tommy Lemoine (@hoopthink) breaks down the Midwest Region from top to bottom. Also, be sure to follow our RTC Midwest Region handle on Twitter for continuous updates the next two weeks (@RTCMWRegion).

Midwest Region

The Pressure is on Bill Self (USA Today Images)

Favorite: #1 Kansas (28-4, 16-2 Big 12). Make no mistake—Kansas’ loss to TCU in the Big 12 Tournament quarterfinals is disconcerting. The Horned Frogs are an NIT team, and the Jayhawks will certainly see better opponents in the Big Dance. But freshman phenom Josh Jackson (16.4 PPG, 7.2 RPG) was suspended for that game, his absence clearly felt on both ends of the court. With college basketball’s best point guard, Frank Mason (20.8 PPG, 5.1 APG), at the helm and Jackson set to return, the Big 12 champion should have no problem regaining momentum. Looking ahead, neither Miami (FL) or Michigan State seem capable of threatening the Jayhawks in the Round of 32, while a potential Sweet Sixteen matchup with Iowa State—which ended Kansas’ 54-game home winning streak in February—could be an ideal revenge spot for Bill Self’s group. Considering #3 seed Oregon is shorthanded and #2 seed Louisville enters the NCAA Tournament in a slump, the Jayhawks’ path to another Final Four is wide open.

Should They Falter: #2 Louisville (24-8, 12-6 ACC). Though Louisville enters Friday having dropped three of its previous five contents, two of those losses were to North Carolina (in Chapel Hill) and Duke, including a narrow loss to the Blue Devils in the ACC Tournament quarterfinals. Which is to say, the Cardinals are going to be just fine. Perhaps most encouraging is the fact that—while its oppressive defense hasn’t been quite as stingy down the stretch—Louisville’s offensive efficiency improved significantly during the second half of conference play. Assuming the ball-movement is crisp and Donovan Mitchell (15.7 PPG), Quentin Snider (12.7 PPG), and Deng Adel (11.9 PPG) don’t all go cold at the same time, Rick Pitino has a sure-fire Final Four contender on his hands. Especially in light of #3 seed Oregon’s recent bad news.

Grossly Overseeded: #9 Michigan State (19-4, 10-8 Big Ten). The vast majority of bracketologists at BracketMatrix.com pegged Michigan State as a #10, #11 or even #12 seed (average: 10.2). Instead, the Spartans received a #9 seed, which is especially strange when you consider that Wisconsin (#8 seed) and Michigan (#7 seed)—each with markedly better resumes and far stronger metrics—were barely treated any better. Perhaps it wouldn’t be as large of an issue were the optics not so bad: Michigan State’s athletic director, Mark Hollis, was this year’s NCAA Selection Committee Chair.

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RTC Bracket Prep: West Region

Posted by Bennet Hayes on March 13th, 2017

All day on Monday we will roll out our region-by-region analysis for the 2017 NCAA Tournament. Here, Bennet Hayes (@HoopsTraveler) breaks down the West Region from top to bottom. Also, be sure to follow our RTC West Region handle on Twitter for continuous updates the next two weeks (@RTCWestRegion).

West Region

Favorite: #1 Gonzaga (32-1, 17-1 WCC). The Bulldogs still possess their share of skeptics, but 32 wins in 33 games played proved sufficient to earn Mark Few’s team a #1 seed and favorite status in the West Region. Gonzaga rebounded from a Senior Night loss to BYU to win three games in Las Vegas at the WCC Tournament by an average margin of 19.7 PPG and enter the NCAA Tournament poised for a deep run. The Zags also own a neutral court victory over West #2 seed Arizona from early December, and efficiency ratings still love their body of work: KenPom ranks them a comfortable #1 in his metrics. Gonzaga failures of recent March pasts will surely entice many bracket-fillers to look to the #2 line or below for their champion from this region, but on both paper and the hardwood, the Zags are an extremely worthy West favorite.

Nigel Williams-Goss will lead #1-seeded Gonzaga into the NCAA Tournament (Photo: Campus Insiders)

Should They Falter: #2 Arizona (30-4, 16-2 Pac-12). Arizona’s late push for a #1 seed fell short, but the Pac-12 Tournament champion enters the NCAA Tournament as winners of 24 of their last 26 games. Allonzo Trier’s late January reintegration into the lineup was relatively seamless, as the sophomore guard and Pac-12 Tournament MOP has led the Wildcats with 17.3 PPG since returning. The Wildcats are young – three freshmen play key roles and Kadeem Allen is the only senior contributor – and their success this season has been somewhat unexpected, but balance, selflessness, and the steady hand of Sean Miller will present Arizona a real opportunity to make a sustained March run.

Grossly Overseeded: #6 Maryland (24-8, 12-6 Big Ten). Florida State’s seed line (#3) fairly drew the ire of critics after bracket reveal, but Maryland’s placement as a #6 seed should be equally befuddling. Conference mates Wisconsin (#8 seed) and Michigan (#7 seed) each won more games against Big Ten opponents, possessed better non-conference victories, and finished the season stronger than the slumping Terrapins (4-6 in their last 10 games), yet received lower seeds. The exact role of advanced metrics in the committee’s methodology continues to be unclear, but they appeared to have little consequence in Maryland’s case, KenPom’s 45th ranked team. Kudos to Mark Turgeon, Melo Trimble and the rest of the Terrapins for making more out of this season than most expected, but a #6 seed the Terrapins are not.

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RTC Bracket Prep: East Region

Posted by Tommy Lemoine on March 13th, 2017

All day Monday we will roll out our region-by-region analysis for the 2017 NCAA Tournament. Here, Tommy Lemoine (@hoopthink) breaks down the East Region from top to bottom. Also, be sure to follow our RTC East Region handle on Twitter for continuous updates the next two weeks (@RTCEastRegion).

East Region

The Champs Are Ready to Defend Their Title (USA Today Images)

Favorite: #1 Villanova (31-3, 15-3 Big East). Sure, Duke’s ACC Championship run over the weekend was impressive, a sign that perhaps its unreasonably-high preseason expectations weren’t so unreasonable after all. But Villanova—the reigning National Champion, let’s not forget—has been more consistent, more dominant, an outright better team from start to finish. Senior Josh Hart (18.9 PPG, 6.5 RPG) has arguably been college basketball’s best player, making key plays in key moments for an offense that ranks second nationally in adjusted offensive efficiency. Former five-star recruit Jalen Brunson (14.8 PPG, 4.2 APG) is realizing his potential at point guard. Mikal Bridges, whose effort against Kansas last March helped propel the Wildcats to the Final Four, has helped Jay Wright’s club hold Big East opponents to a paltry 0.98 points per possession this season. And, oh yeah, Kris Jenkins (86 made three-pointers) is still on the roster. Remember him? Balanced, experienced, and tough-as-nails, Villanova has all the pieces for a trip to Glendale.

Should They Falter: #2 Duke (27-8, 11-7 ACC). Equipped with one of the most talented rosters in recent memory, the injury-plagued and controversy-laden Blue Devils bungled their way through ACC play, only to rediscover their mojo just as the calendar flipped to March. That’s bad news for the bottom half of the East Region. Preseason All-American Grayson Allen seemed to recoup some confidence in the ACC Tournament after struggling through the month of February. As did soon-to-be lottery pick Jayson Tatum, who averaged 22.0 PPG in Duke’s four-game championship run in Brooklyn. Luke Kennard (20.1 PPG), the ACC Tournament MVP, continued his season-long excellence, while even Harry Giles—a hyper-talented forward beset by knee injuries—showed why he was once considered the future #1 overall pick. With a remarkably talented supporting cast to boot, there’s no reason the Blue Devils can’t vie for a National Championship—especially if Villanova stumbles up top.

Grossly Overseeded: #7 South Carolina (22-10, 12-6 SEC). Non-conference victories over Michigan, Syracuse, Vermont and Monmouth are nice, and South Carolina did beat Florida, but a #7 seed? The Gamecocks went 3-6 over their final nine games of the season, failing to beat a team better than Georgia (at home) from February 1 onward. This team lost to Alabama twice—including an 11-point defeat in the SEC Tournament quarterfinals—fell at Ole Miss, and was down by 16 points in December to a Memphis team that had just ended its season in historically bad fashion. Meanwhile, Wisconsin—a team with fewer losses and a higher volume of quality wins—was slapped with a #8 seed.

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NCAA Tournament Instareaction: Pac-12 Teams

Posted by Adam Butler on March 12th, 2017

We thought that the Pac-12 Tournament champion would be rewarded with the West Region’s best available seed. The release of the committee’s bracket confirmed as much and here we are. With the Pac-12 represented by only four teams this season, let’s react to their seeding.

Arizona Rode the Wave to the Pac-12 Title (USA Today Images)

  • #2 Arizona, West – The Wildcats stormed through Las Vegas over the weekend and were rewarded for the effort. What will be interesting in the upcoming days, however, is how Arizona will be evaluated. The advanced metrics like KenPom rate Sean Miller‘s squad as the nation’s 20th best team, loosely correlating to a #4 or even #5 seed. Subsequently, the Internet has instareacted by noting that Saint Mary’s (Arizona’s potential Second Round opponent) in fact has fantastic odds of making the Elite Eight. Of course, Saint Mary’s (14th) rates ahead of the Wildcats, which means that it makes sense that the Gaels are a trendy sleeper pick. But ask yourself, is the team that just beat UCLA and Oregon on successive nights not capable of making the Final Four?

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NCAA Tournament Instareaction: ACC Teams

Posted by Brad Jenkins (@bradjenk) on March 12th, 2017

The ACC received nine bids to the NCAA Tournament today, as the Selection Committee rewarded one of the league’s two bubble teams with Wake Forest making the field over Syracuse and its 2-10 record away from the Carrier Dome. Another big question going into today was whether regular season champion North Carolina or ACC Tournament winner Duke would get a #1 seed? The Tar Heels, on the strength of their regular season work, ultimately got the nod from the committee. Here are some quick best- and worst-case scenarios for each of the nine ACC teams in the field.

North Carolina (#1 South)

  • Best Case: The Tar Heels’ size and experience results in another appearance in the National Championship game with a chance for the school’s sixth national title.
  • Worst Case: North Carolina has another bad shooting night away from the Smith Center against an opponent (e.g., Butler) that will not allow the Heels to dominate the offensive glass.

Duke hopes to continue to play like it did in Brooklyn where they won four games in four days to capture the ACC Tourney Title. (abc11.com)

Duke (#2 East)

  • Best Case: Duke builds on its current momentum all the way to Phoenix, giving Coach K a shot at his sixth National Championship.
  • Worst Case: On a day when Duke’s threes are not falling, the Blue Devils get picked off in the Second Round by South Carolina, which benefits from a friendly local crowd in Greenville.

Louisville (#2 Midwest)

  • Best Case: Louisville’s defense overwhelms its foes and the Cardinals hit enough shots to get Rick Pitino back to the Final Four for a chance at his second title at the school and third overall.
  • Worst Case: The threes and free throws don’t connect for the Cardinals and they can’t get turnovers against a hot Michigan or Oklahoma State squad in the Second Round.

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NCAA Tournament Instareaction: Big 12 Teams

Posted by Brian Goodman on March 12th, 2017

The Big 12 will send six teams to the NCAA Tournament, down from seven in each of the last three seasons. Kansas State may have missed the cut if not for its win over Baylor on Thursday night, but the Wildcats took care of business and the committee rewarded them with a bid despite a soft non-conference schedule. In other relevant news, Kansas lost its grip on the #1 overall seed after its quarterfinal defeat to TCU, while Baylor slipped to a #3 seed due to a 5-6 stretch entering Selection Sunday. Below is a quick look at the Big 12’s lot, including best-case and worst-case scenarios for each team over the coming weeks.

Frank Mason gets one last shot to deliver a national title for Kansas. (Aaron Doster/USA Today Sports)

Kansas (#1 Midwest) – Bill Self‘s team opens on Friday against the winner of North Carolina Central and UC Davis. Assuming a win there, the Jayhawks will either face Miami (FL) or Michigan State, a familiar foe from the Champions Classic rotation.

  • Best Case: Powered by a deathly combination of hot three-point shooting, Josh Jackson‘s dynamic athleticism and Frank Mason‘s knack for closing games, the Jayhawks compartmentalize their off-court issues and cut down the nets in Glendale on April 3.
  • Worst Case: Foul trouble from Landen Lucas and a poor shooting night lead to the Jayhawks underperforming versus their seed for the fifth straight NCAA Tournament.

Baylor (#3 East) – Baylor’s sputtering finish definitely cost them. Not only did the Bears drop from a #2 to a #3 seed, but they received a very tough potential draw in the form of SMU in the second round. That match-up would neutralize (to some degree) the advantage the Bears gain by playing in nearby Tulsa.

  • Best Case: The Bears put the last two seasons of disappointing finishes in the rearview mirror, stifling offenses with their amoeba zone and riding Johnathan Motley‘s all-around game to the team’s third Elite Eight appearance under Scott Drew.
  • Worst Case: With Manu Lecomte compromised by ankle problems, Motley faces constant double-teams and the Bears once again fail to beat a double-digit seed in the opening round.

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NCAA Tournament Instareaction: Big East Teams

Posted by Justin Kundrat on March 12th, 2017

Below is a review of how the selection process concluded for each Big East team and what they should expect in the first few rounds of the NCAA Tournament.j

The Champs Are Ready to Defend Their Title (USA Today Images)

  • Villanova, #1 seed, East Region. The Wildcats got what everyone was expecting: a trip to Buffalo followed by a short commute to Madison Square Garden, the venue of their recent Big East championship, if they can notch two more wins this week. In terms of specific match-ups, Jay Wright‘s team should have no problem disposing of its #16 seed play-in-game winner. The more intriguing game would come next against Wisconsin, a team that opened the season 21-3 before stumbling down the stretch in February and March. The Badgers could give Villanova a run for their money, given their propensity for slowing the pace and playing tenacious defense — not to mention their NCAA Tournament chops and outstanding coaching.
  • Butler, #4 seed, South Region. A #4 seed usually gets the treat of a #13 mid-major that has dominated its conference — Winthrop from the Big South fits the mold. The Eagles finished 15-3 in conference play, but the league ranked 28th of 32 Division I conferences this season (per KenPom). The Eagles’ uptempo style of play, while entertaining, should falter against Butler’s deliberate defensive schemes. The only potential downfall is if Winthrop, a top 50 team nationally in three-point shooting, gets hot early and forces Butler to play from behind.

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Rushed Reactions: Michigan 71, Wisconsin 56

Posted by Chris Stone on March 12th, 2017

RTC’s Chris Stone (@cstonehoops) is providing on-site coverage of the Big Ten Tournament in Washington, DC.

Derrick Walton Jr. led Michigan to a Big Ten title. (AP)

Three Key Takeaways. 

  1. Michigan didn’t look like the tired team. If you asked a neutral observer with no knowledge of prior events which of these two teams had played four games in four days, the answer probably would have been Wisconsin. In the first 10 minutes of the second half, however — a time when you might expect Michigan’s weariness to show — the Wolverines went on a 13-4 run while the Badgers sputtered. During that stretch, Wisconsin shot 1-of-10 from the field and committed five turnovers. It helped Michigan open up the lead that carried them to victory.
  2. Zak Irvin showed up huge. The Michigan senior was hyped during the team’s warmups and he delivered a magnificent performance to back up his talk. Irvin finished with 15 points, seven rebounds and five assists, including a backbreaking three-pointer with 5:46 remaining. Irvin’s three followed a five-point Wisconsin run that forced a John Beilein timeout and briefly quieted the largely pro-Michigan crowd. The scary thing about the Wolverines is that they have so many pieces who can heat up in a hurry. Irvin came up big for them today.
  3. This was not Ethan Happ’s best day. Early on in conference play, Happ looked like a serious contender for Big Ten Player of the Year, but Happ’s candidacy went with it as the Badgers suffered a late season slide. The Wisconsin sophomore is a great talent who does a bit of everything, but Sunday simply wasn’t his day. Happ ended up with a double-double (14 points, 11 rebounds), but really struggled to score efficiently around the rim. He finished 6-of-16 from the field and most of his misses came in the paint.

Star of the Game: Derrick Walton Jr., Michigan. Irvin was excellent, but so was Walton for the second day in a row. The senior finished with 22 points, seven assists, six rebounds and two steals en route to the tournament title. Walton was once again terrific in directing traffic and if anyone leads the Wolverines on a March run, it will be him.

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